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How we assess this

05 — Budget, authority & procurement

Q01

Question — Tell me about the last new software, data, hardware, or outside-service purchase the firm approved. Who requested it, who owned the budget, who signed, and who could have blocked it?

Uncovers — Decision chain, budget authority, veto points, internal sponsorship.

Why it stays clean — It anchors authority in a real approved purchase.

Follow-up probes

Polite-answer trap — Useless/evasive: “It goes through management.” Redirect: “For the last approved purchase, whose name was on the request and whose name was on the approval?”

Q02

Question — What are the spending thresholds where a project manager, department head, director, finance, IT, or the board becomes involved?

Uncovers — Price bands, approval friction, budget ceiling, buyer escalation.

Why it stays clean — It asks for existing rules and thresholds, not acceptable prices.

Follow-up probes

Polite-answer trap — Useless/evasive: “It depends on the circumstances.” Redirect: “Could we use the last three purchases as examples and note who had to approve each?”

Q03

Question — When a genuinely unfamiliar tool or vendor appears, what checks happen before the first payment is made?

Uncovers — Procurement burden, security review, vendor onboarding, data restrictions.

Why it stays clean — It asks about real process applied to unfamiliar vendors.

Follow-up probes

Polite-answer trap — Useless/evasive: “We do the normal due diligence.” Redirect: “What did the normal due diligence require on the most recent unfamiliar vendor?”

Q04

Question — What was the last purchase that IT, security, finance, legal, insurance, or a client slowed down or stopped?

Uncovers — Institutional blockers, compliance friction, procurement risk.

Why it stays clean — It asks for an observed blocked or slowed purchase.

Follow-up probes

Polite-answer trap — Useless/evasive: “There are checks, but nothing unusual.” Redirect: “Which purchase took longer than expected because of one of those checks?”

Q05

Question — How does project-level budget differ from head-office or group budget when buying tools or outside help?

Uncovers — Budget ownership, project chargeability, central-local tension.

Why it stays clean — It asks how previous spending was classified and approved.

Follow-up probes

Polite-answer trap — Useless/evasive: “It can be either.” Redirect: “For the last purchase, where did the cost actually land?”

Q06

Question — Who has authority to start a small paid trial, and what must happen before that trial becomes a wider purchase?

Uncovers — Trial authority, conversion hurdles, expansion process, buying stages.

Why it stays clean — It asks about existing authority and past conversion rules, not trial interest.

Follow-up probes

Polite-answer trap — Useless/evasive: “We can trial things if they make sense.” Redirect: “Which trial was actually paid for most recently, and who approved it?”

Q07

Question — How are renewals reviewed differently from new purchases?

Uncovers — Incumbent advantage, budget inertia, cancellation friction, renewal standards.

Why it stays clean — It asks for existing renewal behavior rather than buying intent.

Follow-up probes

Polite-answer trap — Useless/evasive: “Renewals are handled case by case.” Redirect: “What happened on the last renewal that was not simply rubber-stamped?”

Q08

Question — Which purchase required a data-processing agreement, security questionnaire, client permission, or contractual review?

Uncovers — Data sensitivity, compliance burden, legal friction, risk tolerance.

Why it stays clean — It asks for completed paperwork and approvals from a real purchase.

Follow-up probes

Polite-answer trap — Useless/evasive: “We are careful with data.” Redirect: “Which named vendor or tool last triggered a data or security review?”

Q09

Question — What was the fastest purchase the firm made in the last year, and what made the normal process faster?

Uncovers — Urgency, bypass routes, sponsor power, exceptional circumstances.

Why it stays clean — It asks for a real exception that reveals true authority.

Follow-up probes

Polite-answer trap — Useless/evasive: “We move quickly when needed.” Redirect: “Which purchase moved fastest from first discussion to payment?”

Q10

Question — What was the slowest purchase or approval in the last year, and where did the time go?

Uncovers — Procurement latency, bottlenecks, veto power, implementation delay.

Why it stays clean — It asks for a concrete delayed purchase instead of generic procurement pain.

Follow-up probes

Polite-answer trap — Useless/evasive: “Procurement can take time.” Redirect: “Which named purchase took the longest, and what were the dates from first request to approval?”